About My Clients

I realize that each person is unique, with special needs and circumstances. The list below describes many of the qualities of the people with whom I work:

  • Care deeply for family, community and other people

  • Charitably inclined

  • Interested in leaving a legacy for future generations of their family

  • Have important financial goals and are committed to acting on them

  • Serious about making wise decisions with their money

  • Seeks a trusting relationship with an experienced financial professional

  • Concerned about the quality of their life

  • Have investable assets

  • Teachable and not easily influenced by the financial media

  • Value experienced professional advice


  • I listen

  • I care

  • Experienced in a variety of market conditions and environments

  • Long-term perspective

  • Thorough evaluation by an experienced, trained professional

  • Proactive and structured process

  • Provide full disclosure of opportunities, benefits, costs, and trade-offs

  • Personalized and customized solutions

  • Offer wide range of high quality services and products from some of the most respected financial institutions in the world

  • Frequent reviews

  • Responsive and proactive client service

  • Strong network of outside professionals to whom I refer clients when necessary